Interact to see
Advertisement
Advertisement
JHEQX vs JHQRX
JHEQX vs JHQRX Comparison
Open Charts JHEQX vs JHQRX
JHEQX vs JHQRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHEQX vs. JHQRX commentary
Sep 01, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JHEQX is a StrongBuy and JHQRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JHEQX (18.4B) and JHQRX (18.4B) have equal amount of cash in the bank . JHQRX pays higher dividends than JHEQX: JHQRX (0.81) vs JHEQX (0.56). JHEQX was incepted earlier than JHQRX: JHEQX (13 years) vs JHQRX (13 years). JHEQX (0.57) is less costly to investors than JHQRX (0.32). JHEQX (20.00) and JHQRX (20.00) have comparable annual turnover. JHEQX has a lower initial minimum investment than JHQRX: JHEQX (1000000) vs JHQRX (15000000). JHQRX annual gain was more profitable for investors over the last year : 5.51 vs. JHEQX (5.22). JHQRX (40.15) and JHEQX (38.75) have equivalent 5 years return.
| JHEQX | JHQRX | JHEQX / JHQRX | |
| Total Expense Ratio | 0.57 | 0.32 | 178% |
| Annual Report Gross Expense Ratio | 0.57 | 0.32 | 178% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 1.265 | 1.449 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4B | 18.4B | 100% |
| Annual Yield % from dividends | 0.56 | 0.81 | 69% |
| Returns for 1 year | 5.22 | 5.51 | 95% |
| Returns for 3 years | 29.31 | 30.27 | 97% |
| Returns for 5 years | 38.75 | 40.15 | 97% |
| Returns for 10 years | 131.03 | 135.63 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers